Who Does Lisa Assign to a Guest Card?
Lisa will follow-up with prospects for you. You don’t need to sort out the guest cards she creates. She will add non-responsive prospects to your cold leads list on the morning report.
But, she works off-site. You have to run any tours. She assigns an agent to the guest card when the agent ACCEPTs an appointment.
She doesn’t assign an agent to the guest card until the agent accepts an appointment.